Market Updates

Market Update: August 17, 2022

Market Update: August 17, 2022

When I was a teenager my parents taught me, repeatedly I might add, that if I intended on changing the results of my actions, I should consider changing my actions. Invariably, only through the experience of occasional failure would I learn this important lesson. In...

read more
Market Update – June 15, 2022

Market Update – June 15, 2022

Thoughts on Today's 0.75% Rate Hike: Today's 75 basis point increase in target interest rates provides us proof that the Federal Reserve is quite serious about resolving the inflation conundrum.  The FOMC is now moving with great rapidity and are projecting that...

read more
Market Update – May 6, 2022

Market Update – May 6, 2022

Perspective Most of what I do is review and analyze global macroeconomic conditions. I fancy myself as a “big thinker” probably due to my upbringing in the proprietary side of the institutional investment game. I tirelessly pontificate upon long-term themes and find...

read more